Your clients count on you to have the full picture. Deliver comprehensive portfolio views and reporting with our management tool so you can focus on building trusted relationships.
Provide a scalable personalized wealth management
solution within your financial institution.
Our wealth management platform integrates with the applications you use every day. We’ve pre-built integrations with our extensive market-leading partner network, so you can connect Addepar to the tools you use to run your business.
And, if there’s another integration you need, you can quickly create it to your specifications with our custom integrations.
Reduction in time
RIA clients on Addepar
outgrow their peers
Addepar has enabled us to be a True Fiduciary® for our clients.
The time it takes to create reports has been cut by 50%–60%, giving our team the opportunity for higher-value activities that benefit our families.
In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.